401k Plan data: ORAL AND MAXILLOFACIAL SURGERY FOUNDATION MONEY PURCHASE RETIREMENT PLAN plan

ORAL AND MAXILLOFACIAL SURGERY FOUNDATION MONEY PURCHASE RETIREMENT PLAN 401k Plan overview

Plan Name	ORAL AND MAXILLOFACIAL SURGERY FOUNDATION MONEY PURCHASE RETIREMENT PLAN
Plan identification number	002

ORAL AND MAXILLOFACIAL SURGERY FOUNDATION MONEY PURCHASE RETIREMENT PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ORAL AND MAXILLOFACIAL SURGERY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: ORAL AND MAXILLOFACIAL SURGERY FOUNDATION

Employer identification number (EIN): 366111168

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL AND MAXILLOFACIAL SURGERY FOUNDATION MONEY PURCHASE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 SCOTT FARRELL 2018-11-09 SCOTT FARRELL 2018-11-09
002 2017-01-01 BOZANA GASIC 2018-05-18 BOZANA GASIC 2018-05-18
002 2016-01-01 BOZANA GASIC 2017-04-26 BOZANA GASIC 2017-04-26
002 2015-01-01 BOZANA GASIC 2016-07-12 BOZANA GASIC 2016-07-12
002 2014-01-01 BOZANA GASIC 2015-06-23 BOZANA GASIC 2015-06-23
002 2013-01-01 BOZANA GASIC 2014-07-07 BOZANA GASIC 2014-07-07
002 2012-01-01 BOZANA GASIC 2013-07-10 BOZANA GASIC 2013-07-10
002 2011-01-01 BOZANA GASIC BOZANA GASIC 2013-05-15
002 2010-01-01 BOZANA GASIC BOZANA GASIC 2013-05-15
002 2009-01-01 REED ARROTT REED ARROTT 2010-10-04
002 2007-01-01 REED ARROTT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01	SCOTT FARRELL	2018-11-09	SCOTT FARRELL	2018-11-09
002	2017-01-01	BOZANA GASIC	2018-05-18	BOZANA GASIC	2018-05-18
002	2016-01-01	BOZANA GASIC	2017-04-26	BOZANA GASIC	2017-04-26
002	2015-01-01	BOZANA GASIC	2016-07-12	BOZANA GASIC	2016-07-12
002	2014-01-01	BOZANA GASIC	2015-06-23	BOZANA GASIC	2015-06-23
002	2013-01-01	BOZANA GASIC	2014-07-07	BOZANA GASIC	2014-07-07
002	2012-01-01	BOZANA GASIC	2013-07-10	BOZANA GASIC	2013-07-10
002	2011-01-01	BOZANA GASIC		BOZANA GASIC	2013-05-15
002	2010-01-01	BOZANA GASIC		BOZANA GASIC	2013-05-15
002	2009-01-01	REED ARROTT		REED ARROTT	2010-10-04
002	2007-01-01	REED ARROTT

Plan Statistics for ORAL AND MAXILLOFACIAL SURGERY FOUNDATION MONEY PURCHASE RETIREMENT PLAN

401k plan membership statisitcs for ORAL AND MAXILLOFACIAL SURGERY FOUNDATION MONEY PURCHASE RETIREMENT PLAN

Measure Date Value
2011: ORAL AND MAXILLOFACIAL SURGERY FOUNDATION MONEY PURCHASE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 7
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ORAL AND MAXILLOFACIAL SURGERY FOUNDATION MONEY PURCHASE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 8
Number of participants with account balances 2010-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ORAL AND MAXILLOFACIAL SURGERY FOUNDATION MONEY PURCHASE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2007: ORAL AND MAXILLOFACIAL SURGERY FOUNDATION MONEY PURCHASE RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 5
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 1
Total of all active and inactive participants 2007-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 6
Number of participants with account balances 2007-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2011: ORAL AND MAXILLOFACIAL SURGERY FOUNDATION MONEY PURCHASE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	7
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ORAL AND MAXILLOFACIAL SURGERY FOUNDATION MONEY PURCHASE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	8
Number of participants with account balances	2010-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ORAL AND MAXILLOFACIAL SURGERY FOUNDATION MONEY PURCHASE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2007: ORAL AND MAXILLOFACIAL SURGERY FOUNDATION MONEY PURCHASE RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	5
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	1
Total of all active and inactive participants	2007-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	6
Number of participants with account balances	2007-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on ORAL AND MAXILLOFACIAL SURGERY FOUNDATION MONEY PURCHASE RETIREMENT PLAN

Measure	Date	Value
2011 : ORAL AND MAXILLOFACIAL SURGERY FOUNDATION MONEY PURCHASE RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$21,950
Expenses. Total of all expenses incurred	2011-12-31	$105,184
Benefits paid (including direct rollovers)	2011-12-31	$102,937
Total plan assets at end of year	2011-12-31	$143,774
Total plan assets at beginning of year	2011-12-31	$227,008
Value of fidelity bond covering the plan	2011-12-31	$25,000
Other income received	2011-12-31	$-8,600
Net income (gross income less expenses)	2011-12-31	$-83,234
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$143,774
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$227,008
Total contributions received or receivable from employer(s)	2011-12-31	$30,550
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,247
Minimum employer required contribution for this plan year	2011-12-31	$30,550
Amount contributed by the employer to the plan for this plan year	2011-12-31	$30,550
2010 : ORAL AND MAXILLOFACIAL SURGERY FOUNDATION MONEY PURCHASE RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$48,542
Expenses. Total of all expenses incurred	2010-12-31	$2,209
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$227,008
Total plan assets at beginning of year	2010-12-31	$180,675
Value of fidelity bond covering the plan	2010-12-31	$25,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$23,320
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$46,333
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$227,008
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$180,675
Total contributions received or receivable from employer(s)	2010-12-31	$25,222
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,209
Minimum employer required contribution for this plan year	2010-12-31	$25,222
Amount contributed by the employer to the plan for this plan year	2010-12-31	$25,222
2009 : ORAL AND MAXILLOFACIAL SURGERY FOUNDATION MONEY PURCHASE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$28,537
Amount contributed by the employer to the plan for this plan year	2009-12-31	$28,537

Form 5500 Responses for ORAL AND MAXILLOFACIAL SURGERY FOUNDATION MONEY PURCHASE RETIREMENT PLAN

2011: ORAL AND MAXILLOFACIAL SURGERY FOUNDATION MONEY PURCHASE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ORAL AND MAXILLOFACIAL SURGERY FOUNDATION MONEY PURCHASE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ORAL AND MAXILLOFACIAL SURGERY FOUNDATION MONEY PURCHASE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2007: ORAL AND MAXILLOFACIAL SURGERY FOUNDATION MONEY PURCHASE RETIREMENT PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	Yes
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ORAL AND MAXILLOFACIAL SURGERY FOUNDATION
Employer identification number (EIN):	366111168
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations